U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,353
New
Increased
Reduced
Closed

Top Buys

1
+$1.59B
2
+$1.41B
3
+$1.2B
4
JNJ icon
Johnson & Johnson
JNJ
+$729M
5
XOM icon
Exxon Mobil
XOM
+$643M

Top Sells

No sells this quarter

Sector Composition

1 Energy 12.25%
2 Financials 9.18%
3 Technology 8.62%
4 Healthcare 7.99%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$24.7M 0.03%
+903,148
452
$24.6M 0.03%
+549,789
453
$24.6M 0.03%
+1,717,552
454
$24.6M 0.03%
+795,620
455
$24.3M 0.03%
+311,226
456
$24.1M 0.03%
+381,086
457
$24.1M 0.03%
+1,332,727
458
$24M 0.03%
+877,173
459
$23.8M 0.03%
+508,742
460
$23.7M 0.03%
+592,861
461
$23.6M 0.03%
+290,724
462
$23.6M 0.03%
+1,111,222
463
$23.5M 0.03%
+800,431
464
$23.5M 0.03%
+488,957
465
$23.5M 0.03%
+103,915
466
$23.4M 0.03%
+678,939
467
$23.2M 0.03%
+761,649
468
$23.1M 0.03%
+612,167
469
$23.1M 0.03%
+356,538
470
$23M 0.03%
+1,091,725
471
$23M 0.03%
+706,249
472
$22.9M 0.03%
+424,970
473
$22.8M 0.03%
+642,278
474
$22.8M 0.03%
+384,340
475
$22.8M 0.03%
+290,541
17 18
19
20 21